Bookkeeping Packages

Choose the perfect bookkeeping package tailored to your business needs and budget.

Growth

Bookkeeping for up to $80K in monthly expenses

Starting at

$695/mo

Scale

Bookkeeping for up to $120K in monthly expenses

Starting at

$995/mo

Essential

Bookkeeping for up to $40K in monthly expenses

Starting at

$395/mo

Essential Includes:
✅Up to 4 bank/credit card accounts
✅Monthly bookkeeping
✅Dedicated bookkeeper
✅Accounting Software
✅Cash basis
✅1 integration

Everything in Essential, plus:
✅Up to 6 bank/credit card accounts
✅Weekly bookkeeping
✅Semi-annual tax consult
✅Cash or accrual basis
✅2 integrations

Everything in Essential & Growth plus:
✅Up to 10 bank/credit card accounts
✅Custom Chart of Accounts
✅Advanced reporting
✅4 integrations

*Custom plans available for over $120K in monthly expenses or full accrual - contact us

Additional Solutions

Setup & Prior Bookkeeping
Starting at $1,000

✅Prior month or multi-year bookkeeping projects
✅New Quickbooks Online or Xero Setups

✅Chart of accounts creation and restructure
✅App Integrations

Tax
Starting at
Business - $650 Individuals - $150

✅Tax Planning
✅Business Registrations
✅Business and Individual Taxes

✅Tax Defense Services
✅Entity Structure & Advisory
✅Research & Development Tax Credits

Payroll & HR Administration
Starting at $200 per month

✅Payroll Processing
✅Time Tracking
✅State & Local payroll registrations

✅Gusto setup
✅Bonus Payroll
✅Onboarding/Offboarding employees & contractors

Business Formation
Starting at $299

✅LLC, S-Corp or Sole Proprietor Registration
✅EIN(Employer Identification Number) Setup

✅State Filing Assistance
✅Business Formation Checklist

Sales Tax
Starting at $100 per month

✅Monthly or quarterly filings
✅Nexus Studies

✅State Registrations
✅Software Integration

Back Office
Starting at $100 per month

✅AP/AR management
✅Inventory Management

✅Expense Report Management
✅Third party app integrations

CFO Advisory
Starting at $1,000 per month

✅Projections & Forecasts
✅Business & Financial Plans

✅Capital Management Strategy
✅Strategic Growth Mananagement